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Veterinary Practice Management

Run the Whole Practice on One Record

Front desk, exam room, pharmacy and checkout on the same page. Less admin, nothing slipping through, every visit charged and paid.

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A Better Day for Everyone in the Building

Practice Owners and Managers

See the Whole Practice

What was performed, billed and paid, every day, every location. Catch missed charges while they are easy to fix.

For Owners and Managers
Veterinarians and Technicians

Spend the Visit on the Patient

History, meds and results where you expect them. Notes drafted for you, signed by you. Treatments recorded once.

For Vets and Techs
Clients and Their Pets

Fewer Calls, Clearer Answers

Approve the estimate, pay before pickup, get aftercare by text. No chasing.

For Pet Parents

Every Visit, Start to Finish

Each step is recorded when it happens, so a missed charge or unpaid balance lands on someone's list instead of disappearing.

  1. Booked
  2. Checked In
  3. Care Recommended
  4. Client Approves
  5. Care Performed
  6. Charged
  7. Paid

One Record, From the First Text to the Ride Home

Follow one patient through a day at Lakeview. Everything the practice runs on shows up where the pet, the person who loves them and the team need it.

  1. 8:10 AMLuna's family answers the recall text. She is booked for 9:00.

    Getting Them in the Door

    Reminders and recalls that turn a worry into a booked visit. Estimates a pet parent can read and approve from the couch.

    • Reminders and Recalls
    • Estimates by Text
    • Waitlists Fill Cancellations

  2. 9:20 AMDr. Chen sees her whole history on one screen. The note is already drafting.

    In the Exam Room

    One chart per patient, the same at every location. Results land in it. The SOAP note drafts itself from the visit and the veterinarian signs it.

    • One Chart Per Patient
    • SOAP Notes Drafted
    • Labs and Imaging in the Chart

  3. 9:45 AMRoom 2. Cytology in progress. Ear drops pulled from the shelf and logged.

    On the Treatment Floor

    Who is in which room, what is due next, what was dispensed. Controlled drugs counted, handoffs between shifts that do not drop anyone.

    • Treatment Board
    • Pharmacy and Inventory
    • Controlled Drugs

  4. 10:30 AMPaid at pickup. Aftercare arrives by text as Luna hops into the car.

    Going Home

    Every treatment performed becomes a charge, so nothing is missed or awkward at the desk. Card, pay by link, deposits and refunds. End of day balances itself.

    • Charges That Match the Care
    • Card and Pay by Link
    • End of Day Reconciles

  5. 6:00 PMLakeview closes out. Tomorrow's callbacks are queued for a person to approve.

    Running the Practice

    Rostering and licenses, with a fair view of who is carrying the load. Group standards, local judgment. Routine admin queued for a person to approve. Moving in rehearsed before go-live.

    • Your Team
    • More Than One Hospital
    • Routine Admin Handled
    • Moving In Safely
Walk This Visit Yourself in the Demo

Notes and AI

Help With the Paperwork, Never the Diagnosis

The SOAP note and discharge instructions are drafted from the visit, sources shown beside every line. The veterinarian reviews, edits and signs.

How Visit Notes Work
  • Only this patient's records, from this visit. Every line cites its source.
  • Nothing reaches the chart until a veterinarian signs it.
  • No access to inventory, prescriptions, invoices or payments.
  • Usage limits set by the practice. No surprise bill.

Groups and Multi-Location Hospitals

Group Standards, Local Judgment

Set fees, protocols and reminder rules once. Let a location differ where it should. Compare sites on the same numbers, no spreadsheet.

Running Every Location
  • Every open callback, lab result, failed payment and transfer has an owner and a next step.
  • Deposits, revenue and balances come from the records staff work in, so the numbers agree.
  • Who changed what, and when, for the day a client or auditor asks.

Checkout and Payments

Get Paid at Pickup, Not Thirty Days Later

Card at the desk, pay by text before arrival, deposits for surgery, refunds in seconds. Every payment attached to its visit, so end of day balances itself.

Checkout and Payments
  • Approve the estimate and pay the invoice from one message.
  • Declines, partial payments and refunds handled in the open.
  • Demo payments are simulated. Live processing is planned through CardSmart.

Walk Through a Visit Yourself

Switch between front desk, doctor and client. Take one patient from check-in to paid. Reset anytime.

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